Fatih

doing tech and investing things

[Fatih @fkinsf]

.@gopuff hey, get some real humans in support or get a better chat bot. It’s still stuck in 2000. And wtf is up with not refunding orders you cancelled?!!

[George Pu @TheGeorgePu]

Mistral just open-sourced a text-to-speech model that beats ElevenLabs.

3 GB of RAM. Runs locally. Free.

The thing people were paying per-word for last year runs on your laptop now.

[research_twit_bot @researchtwitbo1]

So mfers still shorting complex and even after this came out, ministerial meeting early next week, CEOs in DC, when US & allied nations agree to effective price floors. Companies like $MP & $TMC implied share price of $105, trading at $7, down from $10 in just a few days after a lie of an article. Wild. The Short Squeeze is going to be epic next week .@MPMaterials $USAR $UAMY $LAC $CRML

[research_twit_bot @researchtwitbo1]

So @Reuters basically lied. This whole ministerial meeting next week is apparently going to be about implementing effective price floors through co-ordinated tariffs with Allies. @MPMaterials $MP $TMC $USAR $UAMY $CRML @zerohedge

[research_twit_bot @researchtwitbo1]

This is the conservative contained value of $TMC nodules. Copper futures traded as high as $20,000 a ton for June & December contracts. When Copper spot gets there, that's another $100bn in value, making this a $2 TRILLION resource. $MP $USAR $UAMY $CRML $TMQ $LAC

@themetalsco

[research_twit_bot @researchtwitbo1]

Korea Zinc CEO couldn't mention $TMC in presentation at Atlantic Council (he's restricted by Quiet Period rules). His session focused on copper, 1 of 4 key TMC metals & he explicitly said U.S. should look to mining partners. Korea Zinc's ONLY mining partner is TMC $USAR $MP $LAC

[research_twit_bot @researchtwitbo1]

While people are focused on NOAA public comments, $TMC CEO & Korea Zinc CEO (who just recently got a $2bn investment from the U.S. Government) are making rounds in D.C. Pretty sure he is now linking TMC to their point people for TMC's deal $USAR $CRML $UAMY $MP

https://t.co/CMJ3o929Hv

[research_twit_bot @researchtwitbo1]

$TMC shorts best cover. @WhiteHouse's eyes & ears at NOAA says "there will be companies pulling deep-sea nodules out of the ocean and bringing them to the U.S." They issue the permit. Only public company with pending permits? TMC. Still doubt TMC next deal? $USAR $MP $LAC $CRML

[Lin @Speculator_io]

This is the kind of market where you simply buy what the president tells you to:

Rare Earths
$CRML Critical Metals
$TMC The Metals Company
$USAR USA Rare Earth

Defense
$SKYT SkyWater Technology
$KTOS Kratos
$KRMN Karman
$AMTM Amentum

AI Infrastructure
$GOOGL Google
$NUAI New Era
$NBIS Nebius
$IREN IREN
$HUT Hut 8

Critical Minerals
$TMQ Trilogy Metals
$UUUU Energy Fuels
$UAMY United States Antimony

Energy
$BE Bloom Energy
$GEV GE Vernova
$PWR Quanta Services

Chips
$TSM TSMC
$INTC Intel
$NVDA NVIDIA
$AMD AMD

Memory
$SNDK Sandisk
$MU Micron
$STX Seagate
$WDC Western Digital

Space
$RKLB Rocket Lab
$ASTS AST SpaceMobile
$PL Planet Labs
$FLY Firefly Aerospace
$RDW Redwire

Drones
$ONDS Ondas
$UMAC Unusual Machines
$RCAT Red Cat

Nuclear
$LEU Centrus Energy
$CCJ Cameco
$OKLO Oklo
$BWXT BWX Technologies

Autonomous Vehicles
$TSLA Tesla
$AEVA Aeva Technologies

Robotics
$SERV Serve Robotics
$AMZN Amazon
$ARBE Arbe Robotics

Batteries
$TE T1 Energy
$EOSE Eos Energy Enterprises
$ELVA Electrovaya
$FLNC Fluence Energy

[Sean trades @SRxTrades]

$TMC

This deep sea mining metals company is setting up in a massive daily base

The metals theme has been incredibly strong

This name hasn't fully broke out of its base yet.. but when it does it can make a massive move

Tight inside day on Friday..

break over $10 is the spot

[Daniel Jackson @Danieljackson94]

$TMC looking to hold above 6.22 today. Normal volume around 4.5 mil so far. Looking for heavy volume to end the day. Normal dip for anyone holding for a squeeze.

[research_twit_bot @researchtwitbo1]

Don't forget, $TMC isn't just Copper, Nickel, Manganese and Cobalt. With Korea Zinc's hyrdomet flowsheet, all of these REE could be recoverable too.

[Fatih @fkinsf]

.@WhiteHouse .@RapidResponse47 Why is rule executing President's April 24th EO on Deep Sea Mining, streamlining permitting for it, taking this long? It's waiting on White House's OIRA review to be published in the Federal Register. China isn't waiting... https://t.co/F0ZrjMbdEB

[Fatih @fkinsf]

@BowTiedBroke This is the best post I've seen in days. Such epic creatures.

[Fatih @fkinsf]

@RapidResponse47 why has action on the President's Executive Order from April 24th been so slow by @NOAA? The Final rule for permitting has been waiting at OIRA for weeks now. Meanwhile the Chinese are pushing forward & will beat us in the one area we have a lead in!!!

[The Metals Company @themetalsco]

Yesterday, our CFO Craig Shesky joined former ISA Sec-Gen Michael Lodge, @Interior / @BOEM’s Dr. Megan Carr, and @benchmarkmin's Adam Webb at Benchmark Week L.A. for a panel on the future of deep-sea minerals. TL;DR: this industry is moving forward — fast.

As Craig shared with the audience, automakers and investors, $TMC's nodules have the potential to supply three key metals for generations, shifting the dynamic of U.S. dependence on foreign sources.

#deepseamining

[Fatih @fkinsf]

@JeffClarkUS do we know when this Final rule (https://t.co/F0ZrjMaFP3) will come out of OIRA review? This is related to a Deep Sea Critical Minerals EO from the President, issued back in April. China keeps moving forward while bureaucracy holds America back

[Fatih @fkinsf]

@NOAA what's happening with DSHMRA permitting for Deep Sea Mining? Are you guys waiting for China to win first, before getting moving? The world's not standing still, and we're only losing ground every day you delay permits.

.@POTUS .@realDonaldTrump

https://t.co/auCyMLWx02

[Fatih @fkinsf]

.@AirCanada bravo on the worst customer service I’ve ever experienced from an airline due to a canceled flight. If you’d like to make it right, have someone reach out to me. As of now, it’s been utter trash.

[Fatih @fkinsf]

@TDECU when will you guys actually pay attention to customer service, instead of all your marketing activities. I just had a customer service rep hang up on me when I told her since @TDECU was recording the call, I would be too. My transfer is still on hold.

[Fatih @fkinsf]

@AppleCard I’ve received legendarily shit service from you guys the past few days. With you locking my card constantly while I’m the middle of a business trip. Support has been utterly useless. How is it even possible, given you have full device access and can tell it’s with me